Billable Expenses
Hi. We have a lot of billable expenses ie. we purchase materials/parts that are then oncharged to a customer at cost or markup. Could there be a feature added that when you are entering the pur...
Forum Discussion
Hi GEMonster , the link between expenses and billing is reimbursable jobs. Have a look in the jobs list; each job can be marked as reimburseable. If so marked, expenses will be accumulated for charge-out on a sales invoice, which you can see after selecting a customer name on a sales invoice, then select the "Reimburseable" option at the foot of that window. Charges can be at cost or a mark-up.
Mike, thanks for the reply. This feature is useful if you use Jobs, but in our case we do not nor do we use quotes. For us, and I am sure a number of other businesses, transfering expenses to clients would be helpful from Purchasing.
Hi GEMonster , I understand, but you would only need one job per client I think. This is a very useful feature of jobs.